Who We Are

Our Mission

To empower family stewards, people pursuing independence, and employee-centric organizations to achieve their full potential financially and personally, positively impacting their own circumstances and the lives of those around them.

Our Vision

To grow organically through a commitment to our culture of providing high quality client experiences and by fostering community relationships. Our desire is to build and maintain a Destination Firm for both clients and employees. Along the way, we will make a positive impact on the communities where we live and serve through volunteering and giving back.

Core Values

We strive to incorporate the following values in our actions:

Influence

We promote the success and development of others.

Competency

We strive to be excellent in our craft and remain eager to learn.

Trustworthiness

We believe in building trust through hard work and dependability.

Boldness

We are not afraid and constantly find ways to improve.

Authenticity

We build genuine relationships and create transparency by removing unnecessary complexity.

Skee Orr, CFP®, AIF®, ATP

Founder and Lead Advisor

Skee began his finance career in early 2012 and has since served many individuals and organizations as their trusted advisor. Having a long family lineage of educators, he naturally has a passion for teaching and helping others. An interest in finance early in life led him to attain his Bachelor of Science in Business Administration degree focused in Financial Planning and Economics from Western Carolina University in 2010. After college, Skee served as Senior Financial Services Officer at a prominent credit union in his home state of North Carolina. He moved to East Tennessee in 2016 and has built strong relationships with individuals, families, and organizations, managing over $100,000,000 for many of them. One Knoxville non-profit organization he advised was recognized as one of four Plan Sponsor of the Year nominees in a well-known national publication in 2024. He holds designations of CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Tax Preparer. Skee enjoys serving his community through several organizations in the Greater Knoxville Area.

Amanda Orr

Founder and Director of Client Experience

Amanda also has a passion for serving others and previously had a successful career in the medical field. After excelling as an emergency room nurse at Parkwest Medical Center, she obtained her Master of Science in Nursing concentrated in Family Nurse Practitioner with honors from South College. She uses the skills developed working in the fast-paced and high-stakes emergency care department in all walks of life. Amanda’s drive for excellence and attention to detail help keep her family and business pursuits in order and running like well-oiled machines. She takes pride in quality and does not settle for less.

We love serving our community as much as we love serving our clients!

Our current community involvement:

Committee of 100 – Board Member
Avalon HOA – Board Member, Treasurer
Farragut West Knoxville Chamber of Commerce
Loudon County Chamber of Commerce
Vols of Honor – Committee Member
Concord Christian School – Parental Advisory Committee

In the past we have been involved in:

Lenoir City Rotary Club – President
Loudon County Education Foundation – Board Member
Two Rivers Church – Acts 2 Financial Support Ministry
Leadership Loudon County – Class of 2019, Alumni Association President
East Tennessee Regional Leadership – Class of 2022

Why Choose Us?

We’re in it for the long haul, helping you build strategies that evolve as your life does.